Annual Book Value
$42.66B$3.48B+8.88%
Summary
- Current Value
- As of today, SCHW annual book value is $42.66B, up +8.88% on
- Historical Performance
- SCHW annual book value is up +58.58% over the past 3 years, down -11.72% over the past 5 years
- All-Time High Comparison
- SCHW annual book value is currently -11.72% below its historical high of $48.33B set on
- 3-Year Low Comparison
- SCHW annual book value is +58.58% above its 3-year low of $26.90B reached on an earlier date
- Sector Comparison
- SCHW annual book value is higher than 97.94% of companies in Financial Services sector
Book Value Chart
SUGGESTED SERIES
Performance
| Metric | Date | Value | 1Y | 3Y | 5Y | 15Y |
|---|---|---|---|---|---|---|
| Annual Book Value | $42.66B | +8.9% | +58.6% | -11.7% | +585.2% | |
| Quarterly Book Value | $42.47B | +5.3% | +56.4% | -5.7% | +554.7% | |
| Price | $93.67 | +5.3% | +72.2% | +27.0% | +489.1% | |
| Annual Total Assets | $493.19B | +2.3% | -11.0% | -10.2% | +432.1% | |
| Annual Total Liabilities | $443.77B | +2.3% | -14.3% | -10.0% | +413.3% | |
| PB Ratio | 3.84 | -4.2% | +8.5% | +29.7% | +29.7% | |
| Annual Shareholders Equity | $49.43B | +2.2% | +35.0% | -11.8% | +693.9% | |
| Market Cap | $163B | +0.8% | +69.4% | +22.3% | +749.8% |
Book Value Highs
| Period | High | Date | Current |
|---|---|---|---|
| 3Y | $42.66B | at high | |
| 5Y | $48.33B | N/A | -11.7% |
| All | $48.33B | -11.7% |
Book Value Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 3Y | $26.90B | N/A | +58.6% |
| 5Y | $26.90B | +58.6% | |
| All | $73.95M | >+9999.0% |
Book Value History
FAQ
What is the current annual book value of SCHW?
As of today, SCHW annual book value is $42.66B
What is 1-year change in SCHW annual book value?
SCHW annual book value is up +8.88% year-over-year
What is 3-year change in SCHW annual book value?
SCHW annual book value is up +58.58% over the past 3 years
How far is SCHW annual book value from its all-time high?
SCHW annual book value is currently -11.72% below its historical high of $48.33B set on December 31, 2020
How does SCHW annual book value rank versus sector peers?
SCHW annual book value is higher than 97.94% of companies in Financial Services sector
When is SCHW next annual earnings release?
As of today, the next annual earnings release for SCHW has not been scheduled
Book Value Formula
Book Value = Total Assets − Total Liabilities
Quarterly Book Value
$42.47B$191.00M-0.45%
Summary
- Current Value
- As of today, SCHW quarterly book value is $42.47B, down -0.45% on
- Historical Performance
- SCHW quarterly book value is up +5.33% year-over-year, up +56.40% over the past 3 years
- All-Time High Comparison
- SCHW quarterly book value is currently -12.12% below its historical high of $48.33B set on
- 3-Year Low Comparison
- SCHW quarterly book value is +56.40% above its 3-year low of $27.16B reached on an earlier date
- Sector Comparison
- SCHW quarterly book value is higher than 97.90% of companies in Financial Services sector
Performance
| Metric | Date | Value | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| Quarterly Book Value | $42.47B | -0.5% | +5.3% | +56.4% | -5.7% | |
| Annual Book Value | $42.66B | – | +8.9% | +58.6% | -11.7% | |
| Price | $93.67 | +0.0% | +5.3% | +72.2% | +27.0% | |
| Quarterly Total Assets | $493.32B | +0.0% | +6.6% | -7.9% | -12.4% | |
| Quarterly Total Liabilities | $444.09B | +0.1% | +7.4% | -11.0% | -12.6% | |
| PB Ratio | 3.84 | -3.5% | -4.2% | +8.5% | +29.7% | |
| Quarterly Shareholders Equity | $49.23B | -0.4% | -0.6% | +35.5% | -11.4% | |
| Market Cap | $163B | -4.2% | +0.8% | +69.4% | +22.3% |
Quarterly Book Value Highs
| Period | High | Date | Current |
|---|---|---|---|
| 1Y | $42.69B | -0.5% | |
| 3Y | $42.69B | -0.5% | |
| 5Y | $47.50B | -10.6% | |
| All | $48.33B | -12.1% |
Quarterly Book Value Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 1Y | $40.32B | N/A | +5.3% |
| 3Y | $27.16B | N/A | +56.4% |
| 5Y | $26.74B | +58.8% | |
| All | $154.10M | >+9999.0% |
Quarterly Book Value History
FAQ
What is the current quarterly book value of SCHW?
As of today, SCHW quarterly book value is $42.47B
What is SCHW quarterly book value most recent change?
SCHW quarterly book value was down -0.45% on March 31, 2026
What is 1-year change in SCHW quarterly book value?
SCHW quarterly book value is up +5.33% year-over-year
How far is SCHW quarterly book value from its all-time high?
SCHW quarterly book value is currently -12.12% below its historical high of $48.33B set on December 31, 2020
How does SCHW quarterly book value rank versus sector peers?
SCHW quarterly book value is higher than 97.90% of companies in Financial Services sector
When is SCHW next earnings release?
The next earnings release for SCHW is on
Book Value Formula
Book Value = Total Assets − Total Liabilities
Data Sources & References
- SCHW Official Website www.schwab.com
- Most Recent Annual Report (10-K) www.sec.gov/Archives/edgar/data/316709/000031670926000004/0000316709-26-000004-index.htm
- SCHW Profile on Yahoo Finance finance.yahoo.com/quote/SCHW
- SCHW Profile on NASDAQ.com www.nasdaq.com/market-activity/stocks/schw